In-House Senior Wealth Strategist - Estate & Tax (Remote)
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- Remote job
New England Legal Search is seeking an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role focuses on advising UHNW families on estate planning, financial planning, and tax considerations, with a minimum of 7 years’ experience.
Responsibilities include crafting sophisticated estate plans, meeting clients and their advisors, and coordinating with other professionals. The position is located in the Northeast (New York or Boston preferred) and is primarily
#J-18808-Ljbffr Jobleads-US- ...Our client, a large national wealth manager, seeks an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role centers on advising UHNW families on complex... ...planning, financial planning, and tax considerations. Responsibilities include...Remote jobSeniorTax
$130k - $150k
...business management, tax, estate, insurance, and more,... ...Planning team is part of our Wealth Solutions group, which... .... This role is remote, with a strong... ...teams Serving as an in-house resource in estate planning... ...coach Estate Planning Strategists Management of a...Remote workHouseSeniorTaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$130k - $150k
...business management, tax, estate, insurance, and more,... ...Planning team is part of our Wealth Solutions group, which... .... This role is remote, with a strong... ...teams Serving as an in-house resource in estate planning... ...coach Estate Planning Strategists Management of a...Remote workHouseSeniorTaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$200k - $240k
...visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...will help clients understand their estate planning, tax planning, philanthropic vehicles,... ...arrangement (proportion of on-site and remote work) will be discussed at the time...Remote workSeniorTaxFull time- ...including holistic financial planning, tax and estate planning services via trusted 3rd... ..., and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our... ...initiatives/projects within and across Wealth Management Advice & Solutions (WMAS)...SeniorTaxTemporary workWork at officeHome officeFlexible hours
- Freestone Capital Management is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will work within the Wealth Planning team to provide expert guidance on estate, gift, tax, charitable and legacy planning matters. Role involves collaborating with clients...SeniorTax
- ...Job Description Senior Wealth Strategist opportunity in Denver to serve sophisticated HNW clientele with deep expertise in estate planning, tax strategies, and wealth transfer. \n \n \n Partner with Relationship Managers and clients to develop comprehensive wealth...SeniorTax
- PNC, a leading financial services company, is seeking a Wealth Strategist Sr within its Private Bank organization. Based in the Washington... ...MD, or Tysons Corner MD area, you will develop comprehensive tax, estate and financial plans for sophisticated clients and help grow...SeniorTax
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships, coordinating holistic wealth, tax, estate, and financial planning tied to executive compensation programs. The role partners with advisors across investment...SeniorTax
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with...SeniorTax
$170k - $210k
...management, business management, tax, estate, insurance, and more, all... ...Summary: The Partner, Sr. Wealth Advisor works in a client-focused... ...leveraging a unified in-house team of experts to help clients... ...with a combination of remote and office work in a professional...Remote workHouseSeniorTaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Senior Vice President, Private Wealth Advisor We're partnered with a well established... ...planning, trust and estate, and family governance,... ...resources. This is a fully remote senior seat for an advisor... ...: Partner with in-house investment, tax, trust, and estate specialists...Remote workHouseSeniorTaxWork at officeLocal area
- Rhame & Gorrell Wealth Management, an independent fee-only fiduciary RIA, seeks a Wealth Manager to lead client relationships and... ...and investment strategies. You will coordinate with in-house tax and estate planning teams, navigate complex client needs, and drive growth...HouseSeniorTax
- Mercer Advisors is seeking an Estate Planning Director (attorney) to... ...net worth clients within our Wealth Solutions team. The role combines... ...across wealth advisors and tax specialists, working in a hybrid... ...specialist, and mentor junior strategists while staying current on #J-1...Remote jobSeniorTax
- The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored... ...deliver comprehensive strategies including estate planning, tax considerations, and trusted advisory services. This remote role requires CFP and relevant licenses. #J-...Remote jobSeniorTax
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within the... ...by providing them with advanced estate planning, income tax and financial planning analysis.... ...office regularly.Experience working remotely with demonstration of the ability...Remote workSeniorTaxFull timeWork experience placementWork at officeRelocation package
- ...a dynamic and experienced Senior Manager to join our Housing and Community Development... ...deep expertise in Historic Tax Credits (HTC) and New Markets... ..., tax, consulting, and wealth management firms. But dig... ...is: $135,000-$185,000#LI-Remote#LI-CD1This application window...Remote workHouseSeniorTaxFlexible hours
$160k - $210k
Fully Remote Senior Tax Manager - Trusts and Estates 4 days ago Be among the first 25 applicants This range is provided... ...professional education both in-house and virtually Hybrid, flex, and remote... ...tax liability and increase client wealth. Review and approve trust and estate...Remote jobHouseSeniorTaxSummer workWork at officeLocal areaRelocation packageFlexible hours$180k - $225k
...investment management, business management, tax, estate, insurance, and more, all managed... ...who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning... ...as they are received. #LI-Remote Actual base pay within this range...Remote workHouseSeniorTaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...guiding them through complex estate planning, business... ...and deliver integrated wealth planning solutions... ...Collaborate with internal legal, tax, credit, and investment... ..., and influence at senior levels of the... ...eligible to practice in-house.Minimum of 10 years of...HouseSeniorTaxImmediate startDay shift
- ...What does it mean to deliver wealth management advice? For many... ...tend to work at large wire houses with recognizable brand names... ...management, retirement planning, tax planning, and estate planning. In short, we can... ...-time in office position. Remote work is not available as...Remote workHouseTaxFull timeWork at office
- Edward Jones seeks an experienced Senior Estate Strategist to partner with branch teams, providing advanced estate planning and holistic financial... ...to deliver tailored strategies, translating complex tax and legacy planning into client goals, while staying current...SeniorTax
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25-30 inbound Zoom consultations... ...prospects. You’ll educate on retirement tax strategies, assess needs with a proven... ..., with extensive coaching and a fully remote setup. #J-18808-Ljbffr Curvion BlueRemote jobSeniorTax
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...Remote jobSeniorTax$95k - $110k
..., business management, tax, estate, insurance, and more, all... ...money.The Associate Wealth Advisor I focuses on deepening... ...our unified in-house team of experts to help... ...providing leverage to the Senior Wealth Advisor and... ...needs.Working Conditions: Remote orHybrid schedule with...Remote workHouseTaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours$170k - $210k
...management, business management, tax, estate, insurance, and more, all... ...methodology here.Job Summary:The Wealth Advisor focuses on deepening... ...leveraging our unified in-house team of experts to help clients... ...with a combination of remote and office work in a professional...Remote workHouseTaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours$170k - $225k
...management, business management, tax, estate, insurance, and more, all... ...organization. Investment Strategists support the firm's regional... ...~10 years client facing wealth management experience preferred... ...multiple stakeholders working remotely across the United States ~...Remote workSeniorTaxTemporary workWork at officeLocal areaFlexible hours$125k - $228k
...Qualifications:Developed specialties in Affordable Housing and/or Real Estate4 year bachelor’s... ...- Flexible working environment including remote and hybrid optionsWhat’s in it for you:-... ...Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP...Remote workHouseSeniorTaxFull timeWork at officeLocal areaFlexible hours$200k - $250k
...retirees make smarter retirement tax planning decisions. This is NOT... ...specializing in retirement tax planning and wealth strategy solutions. Position Overview As a Senior Wealth Strategy Consultant, you... ...Love This Opportunity 100% remote environment 25-30 inbound...Remote workSeniorTaxFor contractorsFlexible hours- ...They are seeking experienced Senior Wealth Advisors to join their team in... ...planning: retirement, tax, estate, investments, and more Collaborate with in-house specialists (planning, investments... ...schedule with flexibility to work remotely and from a local office Ideal...Remote workHouseSeniorTaxWork at officeLocal area
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